Private Client Legal Assistant — Organized Support

Confidential; Malton; On-site; GBP 21,000 - 29,000; Full time

Job summary

Confidential in Malton is seeking an organised and proactive Legal Assistant to join a busy Private Client team. You will provide essential administrative and secretarial support to Private Client Solicitors, ensuring smooth department operation and a professional client experience.

The role covers document production, file management, client communications and compliance. Prior Private Client or legal admin experience is preferred, with transferable admin skills also welcome.

Qualifications

• Experience in a legal support role, such as Private Client Legal Assistant, Legal Secretary or Legal Administrator.
• Understanding of legal procedures and protocols, ideally within Private Client.
• Knowledge of Wills, Probate, Estate Administration, Trusts and Lasting Powers of Attorney (advantageous).
• Good audio typing, copy typing and document production skills.

Responsibilities

• Prepare legal documents and correspondence using audio typing, copy typing and standard forms.
• Amend, format and proofread complex legal documents with accuracy.
• Manage incoming and outgoing correspondence and post.
• Access documents, reports and information on online platforms.
• Assist with storage and management of client deeds and important documentation.
• Open, maintain and close client files using the case management system.
• Ensure files and client records are accurate and up to date.
• Undertake daily filing, scanning and document retrieval.
• Process client identification documents and maintain records per procedures.
• Deal with client enquiries in person and over the phone with empathy.
• Arrange appointments, manage diaries and coordinate meetings.
• Maintain positive relationships with clients and colleagues.
• Follow internal policies including AML and risk management; handle deeds securely.
• Participate in training and ongoing professional development.

Skills

Audio typing

Copy typing

Document production

Diary management

Client communication

File management

Attention to detail

Education

Experience in Private Client legal support

Knowledge of Wills, Probate, Estate Administration, Trusts and LPA

Tools

Case management system

Job description

Confidential in Malton is seeking an organised and proactive Legal Assistant to join a busy Private Client team. You will provide essential administrative and secretarial support to Private Client Solicitors, ensuring smooth department operation and a professional client experience.

The role covers document production, file management, client communications and compliance. Prior Private Client or legal admin experience is preferred, with transferable admin skills also welcome.